Our Agents

We work together to serve you, no matter where you are on your financial journey. Our financial professionals are dedicated to an environment of trust and cooperation among one another and with our clients.

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Yevette M. Angel

Financial Services Professional

(716) 650-6660

Julieann Angie

Financial Services Professional

(585) 419-5890

Pamela Baker, RICP®

Financial Services Professional

585.241.5296

Dennis Behr

Finanical Services Professional

(585) 399-8337

Stephen Blass

Financial Services Representative

(716) 650-2255

Bruce W. Bowman

Financial Adviser

Michael Briggs

Financial Services Professional

(315) 449-3000

Nick Caccamise

Financial Services Professional

Samuel Chavarria, CLU, ChFC, AIF®

Financial Planner

(315) 350-2123

Jamar Clarke

Financial Services Professional

(315) 350-2177

Doug Closinski

Financial Services Professional

(518) 376-6328

Brian Conboy

Financial Advisor

(315) 569-5615

Jake Cornell

Financial Services Professional

(315) 530-4384

Richard E. Cote, Jr., CLU, ChFC

Financial Services Professional

(315) 263-5250

Andrew Coughlin, MBA

Financial Services Professional

(315) 671-4322

John Curvin

Financial Advisor, Financial Planner

(716) 650-6683

John D'Andrea

Financial Planning Support Specialist

(716) 929-3114

Scott Davies

Financial Services Professional

(585) 799-8320

Caleb DeCola

Financial Services Professional

(315) 671-4388

Nolan Demitrovic

Financial Services Professional

(585) 399-8322

Cameron DiFranco

Financial Services Professional

(716) 276-1107

Jordan Dockery

Financial Services Professional

(716) 650-6480

Dan Doney

Financial Services Professional

(315) 979-8389

Timothy Downing

Financial Services Professional

716.276.1172

Dana Emmings

Financial Services Professional

(585) 242-5991

Juan Pablo Figueroa

Financial Services Professional

(617) 682-5747

Adam Follmer

Financial Advisor

(585) 242-5994

Danielle Fortenbery

Financial Advisor

(315) 222-4921

Jason Garrison

Financial Services Professional

(716) 541-2412

Brendan Gawel

Financial Services Professional

Jacob Glofka

Financial Advisor | Investment Advisor Representative

(716) 650-6442

Timothy C. Gonyo, LUTCF, RICP

Financial Advisor

(518) 561-7213

Steven M. Grzelka, CFP®

Financial Advisor

315-671-4326

Jenn Guerin

Financial Services Professional

(585) 339-8399

Brady M. Haupt

Financial Advisor

(716) 831-8033 x4

Karl Heath, CFBS

Financial Advisor

(585) 241-5237

Gerald Hickson

Financial Services Professional

(716) 622-9299

Abdullah Ijaz

Financial Services Professional

(585) 242-5979

Kevin Jewett

Financial Services Professional

(716) 276-1180

Gabriel Jewula

Financial Services Professional

Coralis Joyner

Financial Services Professional

(585) 500-2326

Mark Kellogg, CASL®, RICP®

Financial Services Professional

(716) 650-6474

Jordan Kessel FSCP, RICP

Financial Services Professional

(716) 276-1115

F. Philip Kessler Jr.

Financial Services Professional

(315) 463-5249

Dennis Kramer

Financial Services Professional

845-440-7264

Jacob Ladd

Financial Services Professional

(315) 671-4330

Roman Madlangbayan

Financial Services Professional

(315) 350-2104

Sean Malley

Financial Services Professional

Martin D. Steck

Financial Advisor

Kyle Mattern

Financial Services Professional

(716) 276-1191

Jacob McEwen

Financial Services Professional

315.671.4387

Andrew Meyer

Financial Planning Professional

(315) 671-4304

Jake Morici

Financial Services Professional

(585) 656-2558

Sean Mulvey

Financial Services Professional

(716) 350-0537

Tony Murray

Financial Advisor

(585) 242-5993

John Nagle-Caraluzzo

Financial Planner

Rochester: (585)-242-5992 Elmira: (607)-734-7194

Aidan Nicolai

Financial Services Professional

William Oliver

Financial Advisor

(716) 276-1135

Christopher Panza

Financial Advisor | Investment Advisor Representative

Michael Panzarella

Financial Services Professional

(716) 650-6475

Priscilla Parker

Financial Services Professional

(585) 214-8651

Eric Rogers, CLU®

Financial Planner & Wealth Management Advisor

585-399-8380

Daniel Rohnke

Financial Advisor | Investment Advisor Representative

(315) 350-2138

Charles Salina

Financial Services Professional

(585) 399-8374

Jimmy Schaefer

Financial Services Professional

(716) 907-4108

Kenneth E. Sendlak

Financial Advisor

(716) 650-6682

Anthony Sgroi

Financial Services Professional

Ja Smith

Financial Planner

(716) 650-2244

Timothy A. Stalker, LUTCF

Financial Advisor

(716) 650-6653

Laura Steuerman

Financial Services Professional

(585) 207-3138

Jack Stevens

Financial Advisor

(315) 671-4390

Ian Sylves

Financial Planner

(716) 817-6671

Victoria Terrazzino

Paraplanner

(716) 929-3389

Christian Thompson

Financial Services Professional

(716) 650-2230

Victor Tomasulo

Financial Services Professional

(716) 929-3105

Edward Tunmore

Investment Advisor Representative

716.929.3362

Zach Wagner

Financial Services Professional

(585) 399-8351

Nathan Way, CLTC®, ChFC®, AIF®

Investment Advisor Representative | Financial Advisor | Financial Planner

(716) 929-1544, ext. 3

Samara Whitlock

Financial Services Professional

(315) 350-2198

Sanford G. Wolffe, CLU

Financial Services Professional

Brad Zaffram

Financial Services Professional

(716) 946-9480